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WealthPLAN Partners’s APA Corp APA Stock Holding History

WealthPLAN Partners’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-425
Closed -$22K – 196
2017
Q1 		$22K Buy
+425
New +$23.9K 0.08% 177
2016
Q3 		$140K Sell
2,194
-2,192
-50% -$120K 0.05% 190
2016
Q2 		$122K Buy
+4,386
New +$238K 0.02% 544
2015
Q4 		$20.5K Buy
+936
New +$43.6K ﹤0.01% 906
2015
Q2 		$14K Sell
238
-19
-7% -$1.2K 0.01% 284
2015
Q1 		$15K Buy
+257
New +$16.2K 0.01% 342

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return